Sheets Smith Wealth Management Incresed Positions in Q4 2025

Sheets Smith Wealth Management

  • $879 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
110
+ 1.19%
$93.93 - $102.87 $10.3K - $11.3K
9.38K $921K
AGI
Alamos Gold Inc

Basic Materials
258
+ 1.3%
$30.01 - $37.47 $7.74K - $9.67K
20.1K $670K
VO
Vanguard Mid Cap ETF

ETFs
263
+ 1.81%
$286.27 - $296.23 $75.3K - $77.9K
14.8K $4.24M
PNFP
Pinnacle Financial Partners Inc

Financial Services
2
+ 0.03%
$84.38 - $93.6 $169 - $187
6.07K $541K
SPG
Simon Property Group Inc

Real Estate
697
+ 2.17%
$173.35 - $185.76 $121K - $129K
32.9K $6.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
353
+ 0.94%
$114.27 - $121.15 $40.3K - $42.8K
38K $4.44M
NSC
Norfolk Southern Corp

Industrials
4
+ 0.18%
$279.53 - $300.15 $1.12K - $1.2K
2.21K $626K
FNB
Fnb Corp

Financial Services
92
+ 0.05%
$14.65 - $16.47 $1.35K - $1.52K
191K $3.04M
ORCL
Oracle Corp

Technology
163
+ 11.35%
$217.57 - $313.0 $35.5K - $51K
1.6K $351K
ASIX
Advan Six Inc.

Basic Materials
659
+ 3.83%
$15.38 - $20.66 $10.1K - $13.6K
17.9K $280K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
32
+ 0.46%
$91.7 - $105.68 $2.93K - $3.38K
6.98K $689K
AIT
Applied Industrial Technologies Inc

Industrials
18
+ 0.33%
$244.84 - $260.29 $4.41K - $4.69K
5.45K $1.36M
EXLS
Exl Service Holdings, Inc.

Technology
100
+ 0.65%
$38.54 - $43.71 $3.85K - $4.37K
15.6K $619K
PLTR
Palantir Technologies Inc.

Technology
131
+ 1.16%
$172.14 - $207.18 $22.6K - $27.1K
11.5K $1.99M
SAIA
Saia Inc

Industrials
2
+ 0.08%
$267.92 - $322.39 $536 - $645
2.63K $705K
UNH
Unitedhealth Group Inc

Healthcare
77
+ 1.55%
$320.52 - $369.92 $24.7K - $28.5K
5.05K $1.62M
KAI
Kadant Inc

Industrials
1
+ 0.04%
$254.91 - $305.21 $255 - $305
2.4K $611K
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.01%
$181.45 - $199.63 $181 - $200
14.2K $2.59M
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.01%
$98.81 - $117.14 $98.8 - $117
16.9K $1.72M
APP
App Lovin Corp

Technology
11
+ 0.46%
$552.64 - $704.09 $6.08K - $7.74K
2.38K $1.33M
UBER
Uber Technologies, Inc

Technology
139
+ 0.19%
$91.62 - $100.1 $12.7K - $13.9K
72.2K $6.61M
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 0.63%
$358.03 - $397.02 $28.6K - $31.8K
12.7K $4.55M
NFLX
Netflix Inc

Communication Services
13K
+ 675.16%
$110.29 - $1241.35 $1.44M - $16.2M
14.9K $1.65M
Activity Summary
Buys All Purchases 197 New Holdings 23 Increased Positions 174 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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